Agency
Agent on boarding, appointment tracking, license validation, lines of authority and E&O coverage verification are time consuming, paper laden processes.
With ACCLAIM you can automate the process & maintain a completely digital platform for insurance agent licensing, appointments and continuing education.
With ACCLAIM you can automate the process & maintain a completely digital platform for insurance agent licensing,appointments and continuing education
STREAMLINE YOUR PROCESS
WITH ACCLAIM
ADDRESSES THE CHALLENGES OF AGENT CONTRACTING & APPOINTMENTS
• Agent onboarding
• License tracking
• Compliance
SECURE MAINTAINENCE
• Easy to navigate user dashboard
• Agent appointments
• Licensing records and important documents
(W-9, E&O) securely housed
TOOLS & ALERTS TO MEET COMPLIANCE REQUIREMENTS
• Agent portal
• License expiration alerts
• Self-service renewals
• Automated agent appointment forms completion
• Extensive search and reporting capability
THIRD PARTY INTEGRATION
• Digital capability to enable transmission of agent information to authorized third parties
(such as background and OFAC screenings)
• Functionality to accept third party data feeds
to update agent records
• NIPR integration
AGENT ONBOARDING PROCESS
